"Federal Protection for Deposit Accounts"
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"Health Care Reform"
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"Key Estate Planning Documents You Need"
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"Homeward Bound: Investing in the American Dream"
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"The Credit Card Accountability Responsibility and Disclosure Act of 2009"
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"Introduction to Estate Planning"
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"Roth IRA Conversions -- Planning for New Opportunities"
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"Protecting Your Savings and Investments"
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Managing your finances can be overwhelming if you lack the time and proper resources to do it yourself. Our clients prefer having all of their financial concerns addressed under one roof. This includes designing and implementing investment portfolios, tax planning, estate planning, insurance protection planning, etc. One phone call to the quarterback and we run with the ball.
January 26, 2011 | 2011 State of ASAM
December 30, 2010 | Winter 2010 Newsletter"The Latest at ASAM, Paying for Long Term Care During Retirement, Cash-In Refinancing: Can You Benefit from This Growing Trend?, Can I Roll Over My Traditional 401k Plan Distribution to a ROTH IRA?, Can I Roll Over My ROTH 401k Plan Distribution to a ROTH IRA?..."
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October 2, 2010 | Fall 2010 Newsletter"Tha Latest at ASAM, What Is a Blog?, Year-End Tax Planning, Medicare Annual Enrollment, Year-End Investment PLanning, Avoiding Probate: Is It Worth It?, In Service Withdrawals From 401k, They're Baaack: RMD's for 2010..."
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June 18, 2010 | Summer 2010 Newsletter"The Latest at ASAM, The Sandwich Generation: The Pickle in the Middle, What You Should Know About Inherited IRAs, Ask the Experts: What is a Medicaid Compliant Annuity?..."
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April 6, 2010 | Spring 2010 Newsletter"The Latest at ASAM, E-Notifications from National Financial, ARMed and Dangerous, Hardship Withdrawals from 401(k) Plans, What Can Affect the Cost of Homeowners Insurance?..."
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Written by Stuart Horowitz and Andrew Rosenberg, this book can be purchased through Amazon.com
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Copyright ©2009, Andrew Stuart Asset Management. All Rights Reserved.
Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm.
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ASAM is also licensed to sell and/or discuss insurance products to residents of only the states listed: Florida, Georgia, North Carolina, New Jersey, New York, Oregon, Washington
ASAM is not affiliated with the Securities America companies.
